Email invoice & quote templates

Email invoice & quote templates

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flatsix3.6

Original Poster:

756 posts

181 months

Saturday 28th May 2016
quotequote all
As virtually all my invoices and quotes are sent via email can anyone recommend an online service where I can design these.

flatsix3.6

Original Poster:

756 posts

181 months

Saturday 28th May 2016
quotequote all
What I do at present is:

I created blank invoice and quote documents in word, margins set to accept my letterheads.

I type in whats required on blanks.

Then print off onto letter headed paper.

Then scan to recipient by email.

What I am looking for is a way to make this paperless but allowing me to design new quote & invoice documents using my logo, and send them from my PC.

flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
This is what I want to create for an invoice that can be kept as a file that I can fill out and email the customer, quote would be the same but no columns (plain).

I would need to be able to edit the invoice as I need to change some text and numbers.

I get to this stage by creating the invoice in word then printing on to headed paper.

How do I get this into PDF format, I have no idea how to get the company logo transferred.


flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
bhstewie said:
I would assume whoever made your letterhead paper has the design somewhere and could provide a PDF?

In Word it's then as simple as saving as a PDF document.
When I had these letter heads printed (a while ago)the printer used a plate so he said, so I assume there was not a computer involved in it's design.

flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
miniman said:
Actually, the logo is just Times New Roman with some adjustments to the character width.

Here's the Word version:

http://www.james-skinner.com/ph/LSLInvoice.docx

Word 97-2003 version:

http://www.james-skinner.com/ph/LSLInvoice.doc

Sampe PDF (just go File... Save As... PDF in Word):

http://www.james-skinner.com/ph/LSLInvoice.pdf

The footer (company details) need adding - they were cut off on your image. Let me know what they need to be and anything else you'd like to adjust.
Thanks Miniman

Company info:

VAT Registered No 748 2393 07
Directors: R.W.Jones, K.F.Jones
Company Registered in England No 4079733

Logo is in a deep red (maroon).

Office number:01455 449383
Mobile 07957 556561
Delete fax line

Add:

Email: mail@lindsaysurfacing.co.uk
web site: www.lindsaysurfacing.co.uk

flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
Thanks, I have saved it in my documents, do I need to down load some software to convert to PDF.

flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
Bikerjon said:
I realise plenty of people still find manually creating quotes and invoices from a template is OK, but using a proper system to do this for you is just so much better. Most modern accounting applications will do this and then allow you to convert a quote to an invoice in one click. There's so many benefits of having all this info contained within a single "system" rather than loads of individual Word DOC files or PDF's scattered on a hard drive.
Could you recommend a system.

flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
miniman said:
What version of Word are you using?
2003

flatsix3.6

Original Poster:

756 posts

181 months

Monday 30th May 2016
quotequote all
miniman said:
Pretty sure you will need PDF995 or similar in that version.
Yes Simpletwo posted that link on the first page.

Thanks for all your help, have a virtual pint on me.

flatsix3.6

Original Poster:

756 posts

181 months

Tuesday 31st May 2016
quotequote all
Simpo Two said:
irked
Sorry Simpo Two